We are thrilled to announce the QuickBooks Account Management Program. We are committed to helping customers who display complexity and a strong growth trajectory to get the right level of support. We have selected these customers, some of whom may be your clients, to receive dedicated account management with this program.
Our account managers understand the vital role you play in your clients’ financial strategy, and we expect our program to supplement ongoing work between you and your clients. The primary goal of this program is to be a partner who deeply understands the software needs of growing businesses, including accounting, payroll, benefits, payments, bill pay, and more. If your clients are regularly working in QuickBooks and managing their own books, here are specific ways in which account managers can help:
- Single point of contact: Account managers will help to streamline communications and reduce hassle as a single point of contact at QuickBooks.
- Get issues resolved faster: Clients can lean on account managers to provide answers to general and product-specific questions for themselves and their teams, or to route issues to the right QuickBooks support teams for faster resolution.
- Personalized guidance: Account managers can provide recommendations for solving frustrating problems and guide them through time-saving automated workflows across their QuickBooks connected tools.
In the coming months, account managers will be reaching out to customers, some of whom may be your clients that are included in this program. Account managers will communicate the program benefits and offer their expertise to help your clients get the most out of their QuickBooks connected tools—so that they are positioned to grow and scale their business.
Do you have a client with $3 million in annual revenues or has multiple entities that might make them a great fit for the Account Management Program? If so, please schedule a meeting with us to discuss.
